STRATEGIC INVESTMENT ADVISORS

HTTP://RETIREMENTPLANNINGEDU.COM/ FARMINGTON HILLS, MI Investment Advisor How do I update this listing?

Strategic Investment Advisors is based out of Farmington Hills. Strategic Investment Advisors is a large advisory firm with 424 clients and discretionary assets under management (AUM) of $159,681,878 (Form ADV from 2018-07-17). Their last reported 13F filing for Q4 2018 included $111,257,000 in managed 13F securities and a top 10 holdings concentration of 40.97%. Strategic Investment Advisors's largest holding is iShares Russell 1000 ETF with shares held of 69,428. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

STRATEGIC INVESTMENT ADVISORS, INC.
27555 EXECUTIVE DRIVE SUITE 165
FARMINGTON HILLS MI    48331
Country: United States

Business Phone: 248-567-6688
Fax: 248-327-0845
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MI
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 424
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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